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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,125 | $152,597+62.6% | $117,533+111.1% | $134,532+84.4% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -19.92% | 53.04%-73.0pp | 29.77%-49.7pp | 418.27%-438.2pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,271 | $7,007+75.1% | $5,647+117.3% | $11,429+7.4% |